Google Fishing Out AdSense Arbitrageurs Through AdWords Accounts?

A WebmasterWorld thread has speculation that Google is now seeking out AdSense arbitrageurs through AdWords accounts. The rumor is that Google is banning AdSense publishers by looking to see if their AdWords accounts are sending traffic to pages with AdSense on them.

What this recent speculation is causing, is a rush for AdSense publishers to close out their AdWords accounts. They do not want their AdWords accounts to be tied to their AdSense account and possibly give Google a reason to ban them from AdSense. So many have reported that they shut down their AdWords account.

Is there sound reason for this or are publishers acting out of fear? I honestly don't know.